Johnson & Johnson $JNJ Shares Acquired by one8zero8 LLC

one8zero8 LLC boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 4.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 64,858 shares of the company’s stock after buying an additional 2,588 shares during the period. Johnson & Johnson makes up about 2.6% of one8zero8 LLC’s portfolio, making the stock its 8th largest position. one8zero8 LLC’s holdings in Johnson & Johnson were worth $12,026,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Clark Asset Management LLC increased its stake in shares of Johnson & Johnson by 51.6% in the 2nd quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after purchasing an additional 3,025 shares in the last quarter. Treasurer of the State of North Carolina grew its holdings in Johnson & Johnson by 8.3% during the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock valued at $188,638,000 after purchasing an additional 94,957 shares during the period. Talbot Financial LLC increased its position in Johnson & Johnson by 4.6% in the third quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock worth $25,667,000 after buying an additional 6,143 shares in the last quarter. Liberty One Investment Management LLC raised its stake in shares of Johnson & Johnson by 83.9% in the third quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock worth $68,040,000 after buying an additional 167,353 shares during the period. Finally, Invested Advisors bought a new position in shares of Johnson & Johnson during the 3rd quarter valued at approximately $1,223,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $227.10 on Friday. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $230.00. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The firm has a market cap of $547.16 billion, a P/E ratio of 20.55, a P/E/G ratio of 2.21 and a beta of 0.34. The stock’s fifty day moving average price is $210.72 and its 200-day moving average price is $191.32.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, hitting analysts’ consensus estimates of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The business had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. During the same period in the previous year, the company posted $2.04 earnings per share. The firm’s revenue was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities research analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

Key Headlines Impacting Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: CHMP (European regulator) issued a positive opinion for AKEEGA (niraparib + abiraterone) for BRCA1/2-mutant metastatic hormone-sensitive prostate cancer — regulatory progress supports a new oncology revenue stream and raises upside to J&J’s pharma growth outlook. Read More.
• Positive Sentiment: Daiwa Capital Markets raised its JNJ price target to $237 and kept an Outperform rating, signaling buy-side confidence in near-term upside. Read More.
• Positive Sentiment: Morgan Stanley upgraded J&J citing a stronger growth outlook; that upgrade (and related coverage noting fresh annual highs) helped lift sentiment earlier in the session. Read More.
• Positive Sentiment: Scotiabank raised its target to $265 after J&J’s solid quarterly results and reiterated Outperform — another signals of analyst bullishness post-Q4. Read More.
• Neutral Sentiment: Wall Street coverage is broadly positive but measured — several outlets summarized consensus analyst targets and noted JNJ’s strong 12‑month performance; analysts remain cautiously optimistic rather than uniformly exuberant. Read More.
• Neutral Sentiment: Unusually high options volume was reported, indicating elevated trader interest and potential short‑term volatility; this is activity-driven rather than a directional fundamental change. Read More.
• Positive Sentiment: A U.S. judge dismissed a fraud lawsuit over J&J’s talc bankruptcy strategy, removing one near-term legal overhang — a favorable court outcome for liability risk. Read More.
• Negative Sentiment: Analysts and legal commentators warn the talc saga isn’t fully settled — a Seeking Alpha piece cautions that dismissal of a fraud claim doesn’t end broader talc litigation, keeping potential legal risk on the radar. Read More.
• Negative Sentiment: Insider selling: reports show the CEO sold roughly $22M in shares after Q4 results — raises governance/perception questions for some investors despite company explanations. Read More.

Wall Street Analysts Forecast Growth

A number of research firms have commented on JNJ. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. TD Cowen raised their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Barclays increased their price target on Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 30th. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Finally, Bank of America boosted their target price on shares of Johnson & Johnson from $220.00 to $221.00 and gave the stock a “neutral” rating in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $231.91.

About Johnson & Johnson

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.